Fee-OnlyFinder

Advisers in Waukesha, WI

8 advisers in Waukesha — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Hourly fees (3)Flat / fixed fees (5)

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Capital Innovations, LLCN19w24400 Riverwood Dr, Suite 350 · Waukesha, WI 53188 · (262) 746-3100 · Flat / fixed feesCRD 145329 · % of assets, Fixed fees · $806.7 million AUMSEC registeredNo commissions reportedDana Investment Advisors INC20700 Swenson Drive, Suite 400 · Waukesha, WI 53186 · (262) 782-3631 · Flat / fixed feesCRD 105879 · % of assets, Fixed fees, Performance-based fees · $6.1 billion AUMSEC registeredNo commissions reportedDrake & Associates, LLC20965 Crossroads Circle · Waukesha, WI 53186 · (414) 409-7226 · Financial planningCRD 154854 · % of assets, Hourly charges · $607.3 million AUMSEC registeredNo commissions reportedEllenbecker Investment GroupN21 W23350 Ridgeview Parkway · Waukesha, WI 53188 · (262) 691-3200 · Financial planningCRD 173851 · % of assets, Fixed fees, Other · $2.1 billion AUMSEC registeredNo commissions reportedGlobal View Capital Management LLCN14 W23833 Stone Ridge Dr - Suite 350 · Waukesha, WI 53188 · (262) 650-1030 · Financial planningCRD 158292 · % of assets, Hourly charges, Fixed fees · $775.2 million AUMSEC registeredNo commissions reportedIag Wealth Partners, LLCN19 W24200 Riverwood Drive, Suite 150 · Waukesha, WI 53188 · (262) 446-8150 · Financial planningCRD 109721 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedMorgan-Aly Wealth Management, LLCN4w22370 Bluemound Rd, Suite 204 · Waukesha, WI 53186 · (262) 691-0100 · % of assets managedCRD 328483 · % of assets · $105.3 million AUMSEC registeredNo commissions reportedProvident Trust CompanyN16 W23217 Stone Ridge Drive, Suite 310 · Waukesha, WI 53188 · (262) 521-2300 · % of assets managedCRD 110118 · % of assets · $6.9 billion AUMSEC registeredNo commissions reported
Talking to advisers in Waukesha? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.